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Westbourne Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westbourne Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,680
Closed -$193K – 140
2018
Q3 		$193K Buy
+16,680
New +$190K 0.14% 99

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AB
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Westbourne Investment Advisors's SCHX Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 16,680 shares — an estimated $193K sold.

Westbourne Investment Advisors first reported a position in SCHX in Q3 2018 and held it in 1 quarter. The position peaked at $193K in Q3 2018. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 16,680 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $193K.
  • Westbourne Investment Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Schwab US Large- Cap ETF position peaked at $193K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.